BAM Wealth Management’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

BAM Wealth Management’s Portfolio EVTR Stock Details EVTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$602K	Buy	+12,494	New	+$624K	0.33%	81

Other funds holding EVTR

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

BAM Wealth Management's EVTR Position: Q3 2026 in Review

BAM Wealth Management opened a new position in Eaton Vance Total Return Bond ETF (EVTR) in Q3 2026: 12,494 shares worth $602K. The stake represents 0.33% of the portfolio and ranks #81 among its holdings.

18 funds tracked by Wall St. Rank hold EVTR as of Q3 2026.

BAM Wealth Management held 12,494 shares of Eaton Vance Total Return Bond ETF worth $602K as of Q3 2026.
Eaton Vance Total Return Bond ETF was a new BAM Wealth Management position in Q3 2026.
Eaton Vance Total Return Bond ETF made up 0.33% of BAM Wealth Management's portfolio in Q3 2026, its #81 holding.
18 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.